menu
Free Trial Book a Demo Sign In

Integrate IRIS CRM with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as new merchant onboarding or lead conversion, sync customer profiles to ensure accurate feedback targeting, and utilize survey responses to enhance customer service and retention strategies.

Start Free Trial
IRIS CRM logo

About IRIS CRM

IRIS CRM is a payments platform that tracks leads, merchants, and calculates residuals for payment processors.

IRIS CRM logo

IRIS CRM to Retently

1

Lead Created

Triggers when a lead is created.
2

Lead File Uploaded

Triggers when a lead file is uploaded.
3

Lead Note Added

Triggers when a lead note is added.
4

Lead Status Updated

Triggers when a lead's status is updated.
5

Ticket Checklist Updated

Triggers when a ticket checklist is updated.
6

Ticket Created

Triggers when a ticket is created.
7

Ticket Type Updated

Triggers when a ticket type is updated.
8

Lead Deleted

Triggers when a lead is deleted.
9

Lead Email Received

Triggers when a lead email is received.
10

Lead Restored

Triggers when a lead is restored.
11

Lead Updated

Triggers when a lead is updated.
12

Ticket Commented

Triggers when a ticket is commented.
13

Ticket Resolved

Triggers when a ticket is resolved.
14

Ticket Updated

Triggers when a ticket is updated.
IRIS CRM logo

Retently to IRIS CRM

1

Add Comment to Ticket

Adds a comment to a ticket.
2

Add Note to Lead

Adds a note to a lead.
3

Create New Lead

Creates a new lead.
4

Send Email to Lead

Sends an email to a lead.
5

Update Lead

Updates an existing lead.
6

Update Existing Ticket

Updates an existing ticket.
7

Add File to Lead

Adds a file to a lead.
8

Assign User(s) to Lead

Assigns user(s) to a lead.
9

Create New Ticket

Creates a new ticket.
10

Send SMS to Lead

Sends SMS to a lead.
11

Update Lead Status

Updates the status of a lead.
12

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.

Related blog posts

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

There are two ways to grow your business. The first is to acquire new cu...

Alex Bitca Jul 24, 2024 21 min read
16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

Similar Payment Processing integrations

AffiniPay zapier

Trigger NPS/CSAT surveys after payment transactions to gather feedback on the payment experience, sync...

Learn more AffiniPay
Airwallex zapier

Trigger NPS/CSAT surveys after significant transactions or currency exchanges, sync customer payment profiles and...

Learn more Airwallex
Áskell zapier

Trigger NPS/CSAT surveys after subscription creation or payment events, sync customer subscription status and...

Learn more Áskell
Billsby zapier

Trigger NPS/CSAT surveys after subscription changes or cancellations, sync customer subscription details and payment...

Learn more Billsby
BlueSnap zapier

Trigger automated NPS/CSAT surveys after a transaction is completed in BlueSnap, sync transaction details...

Learn more BlueSnap
Braintree zapier

Trigger NPS/CSAT surveys after payment transactions to gather customer feedback on the payment experience,...

Learn more Braintree
ChargeKeep zapier

Trigger NPS/CSAT surveys after subscription changes or invoice generation, sync customer contact and subscription...

Learn more ChargeKeep
ChargeOver zapier

Trigger NPS/CSAT surveys after subscription renewals or payment events, sync customer billing information and...

Learn more ChargeOver
Chargify zapier

Trigger NPS/CSAT surveys after subscription sign-ups or renewals, sync customer subscription status and billing...

Learn more Chargify
CheckoutJoy zapier

Trigger NPS/CSAT surveys after successful purchases or abandoned checkouts to gather feedback on the...

Learn more CheckoutJoy
Cheddar zapier

Trigger NPS/CSAT surveys after subscription renewals or cancellations, sync customer billing information and contact...

Learn more Cheddar
Cheddar Up zapier

Trigger NPS/CSAT surveys after payment transactions or information submissions, sync customer profiles and payment...

Learn more Cheddar Up
Churn Buster zapier

Use Retently's survey responses to trigger retention campaigns in Churn Buster, sync customer interaction...

Learn more Churn Buster
ClientPay zapier

Trigger NPS/CSAT surveys after payment completion to gather feedback on the payment experience, sync...

Learn more ClientPay
Confido Legal zapier

Trigger NPS/CSAT surveys after client interactions or payment processing, sync client profiles to keep...

Learn more Confido Legal
Copperx zapier

Trigger NPS/CSAT surveys after subscription renewals or payment events, sync customer subscription details and...

Learn more Copperx
CSG Forte... zapier

Trigger NPS/CSAT surveys after transaction completions or payment issues, sync customer payment history and...

Learn more CSG Forte Payments
Dola zapier

Trigger automated NPS/CSAT surveys after successful transactions, sync customer transaction history to enhance feedback...

Learn more Dola
Epos Now zapier

Trigger NPS/CSAT surveys after transactions, sync customer data between Epos Now and Retently to...

Learn more Epos Now
Flutterwave zapier

Trigger NPS/CSAT surveys after payment transactions, sync customer payment and subscription data to Retently...

Learn more Flutterwave
Fundraise Up zapier

Trigger automated NPS/CSAT surveys after donations to gauge donor satisfaction, sync donor profiles and...

Learn more Fundraise Up
HelloAsso zapier

Trigger NPS/CSAT surveys after donations or event participation, sync donor and member profiles with...

Learn more HelloAsso
Instamojo zapier

Trigger NPS/CSAT surveys after payment transactions to gather feedback on the payment experience, sync...

Learn more Instamojo
Mamo Business zapier

Trigger automated NPS/CSAT surveys after payment events or subscription changes, sync customer payment history...

Learn more Mamo Business
Mayar zapier

Trigger NPS/CSAT surveys after checkout or billing events, sync customer payment and transaction data...

Learn more Mayar
Mollie zapier

Trigger NPS/CSAT surveys after payment transactions, sync customer payment and order data with Retently...

Learn more Mollie
Monetizze zapier

Trigger NPS/CSAT surveys after subscription purchases or renewals, sync customer payment and subscription data...

Learn more Monetizze
MoonClerk zapier

Trigger automated NPS/CSAT surveys after successful payment transactions, sync customer payment plan details with...

Learn more MoonClerk
MYFUNDBOX zapier

Trigger NPS/CSAT surveys after successful payments to gather feedback on the transaction experience, sync...

Learn more MYFUNDBOX
PayFacile zapier

Trigger NPS/CSAT surveys after payment transactions or subscription updates, sync customer payment and subscription...

Learn more PayFacile
Payfunnels zapier

Trigger NPS/CSAT surveys after payment transactions or subscription renewals, sync customer payment and subscription...

Learn more Payfunnels
Payhere zapier

Trigger NPS/CSAT surveys following subscription cancellations or payment plan changes, sync customer payment and...

Learn more Payhere
PayJunction zapier

Trigger NPS/CSAT surveys after payment transactions to gather feedback on the payment experience, sync...

Learn more PayJunction
PayPro zapier

Trigger automated NPS/CSAT surveys after a sale is made to gather immediate customer feedback,...

Learn more PayPro
PayRequest zapier

Trigger automated NPS/CSAT surveys after payment requests or subscription changes, sync customer payment and...

Learn more PayRequest
PaySolution Asia zapier

Trigger NPS/CSAT surveys after successful payments to gather immediate customer feedback on the transaction...

Learn more PaySolution Asia
Paystack zapier

Trigger NPS/CSAT surveys after payment transactions or subscription renewals, sync customer payment profiles with...

Learn more Paystack
Paythen zapier

Trigger NPS/CSAT surveys after subscription sign-ups or payment plan changes, sync customer payment and...

Learn more Paythen
PayWhirl zapier

Trigger automated NPS/CSAT surveys after subscription sign-ups or payment events, sync customer subscription details...

Learn more PayWhirl
PHP Point... zapier

Trigger NPS/CSAT surveys after sales transactions, sync customer profiles and purchase history with Retently,...

Learn more PHP Point Of Sale
Pinch Payments zapier

Trigger NPS/CSAT surveys after payment transactions or subscription changes, sync customer payment history and...

Learn more Pinch Payments
Piriod zapier

Trigger NPS/CSAT surveys after successful payments or subscription renewals, sync customer payment and subscription...

Learn more Piriod
Pomelo Pay zapier

Trigger NPS/CSAT surveys after payment transactions or order completions, sync customer transaction history and...

Learn more Pomelo Pay
ProAbono zapier

Trigger NPS/CSAT surveys after subscription changes or billing events to assess customer satisfaction, sync...

Learn more ProAbono
Recurly zapier

Trigger NPS/CSAT surveys after subscription renewals or cancellations, sync customer account details and billing...

Learn more Recurly
Reepay zapier

Trigger NPS/CSAT surveys after subscription renewals or significant transactions, sync customer profiles to keep...

Learn more Reepay
Rev.io zapier

Trigger NPS/CSAT surveys after billing events or payment processing, sync customer profiles to ensure...

Learn more Rev.io
Revolut Business zapier

Trigger NPS/CSAT surveys after financial transactions or account changes, sync customer financial profiles to...

Learn more Revolut Business
Rotessa zapier

Trigger NPS/CSAT surveys after transaction completions, sync customer payment records and contact details, and...

Learn more Rotessa
ScanPay zapier

Trigger NPS/CSAT surveys after invoice payments or refunds, sync customer profiles between ScanPay and...

Learn more ScanPay
SimplyCOLLECT zapier

Trigger automated NPS/CSAT surveys when a new customer is added or when there is...

Learn more SimplyCOLLECT
Stax zapier

Trigger NPS/CSAT surveys after payment transactions to gather feedback on the payment experience, sync...

Learn more Stax
Stunning zapier

Trigger NPS/CSAT surveys after a customer updates their payment method or experiences a failed...

Learn more Stunning
SubSocket zapier

Trigger NPS/CSAT surveys after subscription changes or transactions, sync customer subscription data with Retently...

Learn more SubSocket
TillyPay zapier

Trigger NPS/CSAT surveys after successful payments or subscription renewals, sync customer subscription status and...

Learn more TillyPay
Tremendous zapier

Trigger NPS/CSAT surveys after customers receive rewards, sync customer profiles to track reward history...

Learn more Tremendous
Upnid zapier

Trigger NPS/CSAT surveys after a new payment or refund to gather immediate feedback on...

Learn more Upnid
Upodi zapier

Trigger NPS/CSAT surveys after subscription changes or invoice payments, sync customer profiles to ensure...

Learn more Upodi
VentiPay zapier

Trigger NPS/CSAT surveys after significant payment events or subscription changes, sync customer payment and...

Learn more VentiPay
Voma zapier

Trigger NPS/CSAT surveys after new orders or cart abandonment events to gather feedback on...

Learn more Voma
WeTravel zapier

Trigger NPS/CSAT surveys after booking transactions or customer interactions, sync customer profiles and transaction...

Learn more WeTravel
Zoho Billing zapier

Trigger NPS/CSAT surveys after subscription renewals or billing updates, sync customer billing profiles with...

Learn more Zoho Billing
Zoho Checkout zapier

Trigger NPS/CSAT surveys after a payment is processed to gather feedback on the transaction...

Learn more Zoho Checkout

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

Start Free Trial Book a Demo
Start your free 7-day trial